BANT powered by Ateko for Salesforce

BANT is a sales qualification framework that gets your whole sales team (SDRs, AEs and leadership) speaking the same language. Every prospect is evaluated against the same defined criteria: Budget, Authority, Need and Timeline.

BANT+C brings that framework right into Salesforce. Add it to your Lead and Opportunity record pages as a Lightning component, or embed it in your page layouts if you’re on Salesforce Classic. Once it’s in place, a step-by-step wizard guides SDRs and AEs through qualification:

Budget: capture the prospect’s budget. Authority: confirm whether your contact is the decision maker, influences the decision, or is part of a team buying decision. Need: record whether a need exists, or work to create one. Timeline: set the planned purchase date with a built-in date picker. Competitor: by popular demand, Ateko added Competitor to the process. Tag the tools a prospect already uses with one click, or flag that no competitor is in play.

Every step has room for notes, and a progress indicator shows how far each record’s qualification has come. Answers save in one click, so everyone who opens the record sees where the deal stands.